塑造个性化投资组合的未来.pdf

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1、Copyright 2024 by Nebo Wealth,a GMO LLC Company.All rights reserved.For Institutional Use Only.Totally personalized portfolios.Totally scalable.ShapingTheFutureofPersonalizedPortfoliosNebo Wealth,a division of Grantham,Mayo,Van Otterloo&Co,LLC.Copyright 2024 by GMO LLC.All rights reserved.For Instit

2、utional Use Only.WhoisNeboWealth?1Nebo Wealth is an award-winning,open architecture asset management platform that represents a leap forward in goals-based wealth management.Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect,with the sca

3、le and efficiency that advisors demand.GMO Launches Nebo,an Innovative Asset Management Platform for RIAs1“Industry Disruptor”Award in 20221Best“Goals-Based Investment Platform”in 20231Finalist for U.S.WealthTech of the Year in 20232“biggest splash at the 2023 T3 conference,was something called Nebo

4、”3 Nebo Launches“Nebo Wealth”A Turnkey Asset Allocation and Portfolio Design Platform41.Business Wire,“GMO Launches Nebo,an Innovative Asset Management Platform for RIAs,”September 8,2022.2.Nebo was honored to receive the Industry Disruptor award in 2022 and was named the best Goals-Based Investment

5、 Platform in 2023 by WealthM Industry Awards.3.Nebo was a finalist for U.S.WealthTech of the Year at the 2023 US FinTech A,“T3:A Theme and Three Splashes,”April 2023.4.Business Wire,“Nebo Launches“Nebo Wealth”A Turnkey Asset Allocation and Portfolio Design Platform”January 22,2024.Nebo Wealth,a divi

6、sion of Grantham,Mayo,Van Otterloo&Co,LLC.Copyright 2024 by GMO LLC.All rights reserved.For Institutional Use Only.ThetradeoffbetweentwoindustrymegatrendsClients expect personalizationAdvisors demand scalabilityPersonalizationScalabilityFor illustration purposes only.HighHighLowLow2Nebo Wealth,a div